Sales Commission Report

Kathryn H.
Kathryn H.
  • Updated

Overview:

In addition to point of sales items sold by users, the sales commission report also tracks reservations and services created by a user and checked out during the selected time frame. This is separate from the commission designated to services completed by specialists who receive a set percentage of each service. That can be found on the Commission Report

 

This article includes: 

Related Articles: 

Report Parameters: 

To access the Sales Commission report, navigate to Book Icon » Reports » Sales Commission. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

 

Setting Description
From Select a starting date for invoices completed on or after this date. 
To Select an ending date for invoices completed on or before this date. 
Locations Select which location to review. This report only allows users to look into one location at a time. 
Completed services only?  Check this box to only see additional services that were marked as complete prior to check out. 
Export to excel? Check this box to export report results to excel.

 

Report Output: 

Click on the drop-down arrow next to each user to see a more detailed breakdown of the related types for each category. They will be separated and organized by Reservations, Refunded Reservations, Additional Services, and POS Items. Click the down arrow next to the user's name for a breakdown of the services, retail, or reservations associated with this user.

 

Screen_Shot_2021-01-27_at_4.16.54_PM.png

 

Reservations:

This section shows the total number of reservations that were created by the user and checked out during the selected time frame. 

Click on the # of reservations to see a detailed breakdown of the reservations created by a user in your given time frame. From this pop-up module, click View Details to open the reservation details page in a new tab. 

The Reservation Details Pop-up includes the following parameters: 

  • Animal
  • Start 
  • End 
  • Canceled 
  • Created 
  • Type 
  • Notes 

Screen_Shot_2021-01-27_at_3.48.07_PM.png

Reservations Refunded:

This section shows the total number of reservations that were created by the user and refunded during the selected time frame. 

Click on the # of reservations to see a detailed breakdown of the reservations created by a user. From this pop-up module, click View Details to open the reservation details page in a new tab. 

The Reservation Details Pop-up parameters include: 

  • Animal
  • Start 
  • End 
  • Canceled 
  • Created 
  • Type 
  • Notes 

Additional Services:

This section shows the total number of additional services that were added to a reservation by a user. This section also gives the total revenue earned from the additional services. 

Click on the # of additional to see a detailed breakdown of the additional services added by a user. From this pop-up module, click View Details to open the reservation details page in a new tab. 

This Reservation Details Pop-up includes: 

  • Animal
  • Start 
  • End 
  • Canceled 
  • Created 
  • Type 
  • Notes 

POS Items:

This is a list of retail POS Items sold by a user during the selected time frame. This section also gives the total revenue earned from the sale of the POS items. 

Click on the number of items to see a detailed breakdown of the POS items sold by a user. 

The Transaction Items Details Pop-up includes: 

  • Actions: click on the invoice ID to pull up the invoice in a separate browser tab. 
  • Description: Name of the item sold
  • Price: Total cost of the item
  • Coupons: Total discounts applied to the item
  • Total Items: The total number of items sold
  • Grand Total: Total cost of all the items sold.   

 Exporting and Printing the Sales Commission Report:

To get a PDF version of this report, first, generate the report, and then click the green "Export to PDF" button at the top of the report.

If you'd like to export to a CSV file, check the box "Export to Excel?" in the report parameters at the top of the page. 

 

Screen_Shot_2021-01-27_at_4.05.25_PM.png

 

 

 

Was this article helpful?

1 out of 2 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.